SK Hynix Inc. American Depositary Shares (SKHY) — chart, structure and Closelook read

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026One structural update since publication: SK Hynix now also trades in the US as SKHY after its July 2026 Nasdaq ADR listing.

101 and glossary

• American Depositary Receipt (ADR)GlossaryEach SK Hynix ADR (Nasdaq: SKHY, listed July 2026) represents one-tenth of a Seoul-listed common share, for example.
• Korea DiscountGlossaryA Live Test Case: SK Hynix SK Hynix, the HBM (high-bandwidth memory) leader supplying the AI buildout, traded at 4.8x 12-month forward earnings as of July 2026 — versus 6.6x for US peer Micron and an industry median near 29.8x (LSEG data).

Dailies

• AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The semiconductor ETF is down 5.2% at $499.81, through Thursday’s $517.43 and through the $505 line we have carried since August, with Astera −9.9%, Arm −8.9%, SK Hynix’s US line −7.3%, Lam −7.2%, Marvell −6.3%, SanDisk −6.3%, Micron…
• Micron Out, SK hynix In: Hypergrowth Rewrites Its Memory Line and Rolls a Call 120 Points HigherDaily Pulse · 12 Sept 2026Hypergrowth wrote ten lines on Friday: it closed Micron and Qualcomm, sold a quarter of its Nebius, opened Lumentum, SpaceX and SK hynix, and bought back its short Nebius December call 95 dollars in the money to sell a January-2028 call…
• Global Tech 50 — Out of China, Into the Tools: Fifteen Lines in the LedgerDaily Pulse · 5 Sept 2026ASM International went from 10 to 30 ADRs, Disco from 251 to 391, BESI from 75 to 100, ARM from 35 to 50, and SK hynix came in new at 100 ADRs, the book's first position in the memory maker that was already in the derivatives book as a…
• Lighter Into the Print, and a Year More Time on NVDADaily Pulse · 22 Aug 2026AI Build-Out swapped two lines for two others at Friday's closes — SHECY and MU out, Q and SKHY in, 30,560 dollars out and 34,423 in — then cut five winners smaller at Monday's closes, ATEYY, COHR, IOT, RBRK and SNOW by seventeen to…
• Options Diary — Everything Got More Time, Except the One That Didn’tDaily Pulse · 15 Aug 2026A new June 2027 put went on in SKHY; the QCOM short call came off.
• Three Ways to Own the Memory SupercycleDaily Pulse · 10 Jul 2026SK Hynix's $26.5B ADR debuts on Nasdaq today, priced at a premium.